As the financial services industry continues to advocate “one-stop-shop” “we-can-do-it-all” mega-companies, Simon, Altman & Kabaker Financial & Insurance Services, Inc. provides an alternative through a client-centric focus of its extensive insurance expertise to purchase the best insurance products for its clients on a commission blind basis. As the pre-eminent insurance firm in Southern California Simon, Altman & Kabaker Financial & Insurance Services, Inc. does the right thing for the exclusive benefit of its clients while protecting those clients from the confusion inherent in insurance products. These objectives are achieved through collaboration with trusted advisors and by always seeking to make the client experience more enjoyable.

We accomplish this vision first by listening to our clients and their trusted advisors. Only then can our experts determine what combination of solutions best accomplishes their objectives. Finally, we strive to go the extra mile for a result that adds extraordinary value. Each of our partners and staff is committed to this philosophy—it is part of our corporate culture.

	JERRY SIMON, CLU, ChFC Jerry is one of the Firm’s founders and an expert in deferred compensation programs using insurance-based investment vehicles. Additionally, Jerry handles the Firm’s annuity cases for use in estate planning, retirement planning, formulation of wealth strategies and executive retirement planning. He was among the founding directors of Warner Center Bank in Los Angeles where he served as vice chair of the board. He also sat on the board of Sunshine Makers, Inc. manufacturers of the world-famous Simple Green cleaning solution and has served on the board of directors of JMW Capital Partners. Contact Jerry at (818) 380-1010, jsimon@sakinsur.com
	MICHAEL ALTMAN, CLU, ChFC Mike is a principal and co-founder of the Firm. His business focuses on estate planning and wealth strategy for high net worth individuals and families. Michael has a national reputation in planned giving and charitable endowment. He is an expert in family trusts and a frequent lecturer and fundraising trainer for numerous charitable organizations. Contact Michael at (818) 461-1220, maltman@sakinsur.com
	JOEL KABAKER, CLU, ChFC Joel is one of the Firm's co-founders. He is a graduate of Stanford University and has an MBA. He has over 25 years of insurance, finance, retirement planning, executive retirement plans, succession planning and estate planning experience. Joel uses innovative insurance strategies to unlock the value buried in privately held companies for their owners and families. Contact Joel at (818) 380-1040, jkabaker@sakinsur.com
	STEVE FOX, CLU, ChFC Steve is the Firm's long term care insurance specialist with over 200 such policies written, many of which are for corporations and group insurance plans. He has over 30 years of legal, insurance and estate planning experience. He is an attorney and a CLU, ChFC. Contact Steve at (818) 380-1014, sfox@sakinsur.com